How to properly process a customer

Entering customers into the system is an important part of a sales manager’s work. The entire subsequent sales funnel depends on how correctly the information is distributed.

Problem

Many people think that any customer is simply one of the company’s customers and that there is no need to distinguish them in any way by assigning them to the appropriate departments, but this is a mistaken opinion, because it may happen that one person is interested in buying a phone, while another is interested in a large number of computer parts. Such customers need to be separated, especially if different managers are responsible for different departments.

In addition, there is often a lack of additional knowledge for analyzing information about the consumer. For example, what traffic source the customer came from: “Instagram”, cold calls, the website, etc. Sometimes there is no way to add some accompanying text, a link, or a picture to the customer card, and this may become necessary when working with certain consumers.

Solution

In “FORMA”, when creating a new sale, you will have 2 options to choose from. In the first case, you need to select a place, that is, a warehouse, office, or something else depending on your business. Then select a customer from those already available: they will be conveniently presented in a drop-down list. In the second case, if this is a new customer, you simply need to add them.

When creating a customer card, you can enter any necessary information, starting with the name, address, number, traffic source, and ending with additional information.

Real-life example

You must admit, a sales manager cannot always know the customer’s patronymic. And there are many people with the same last name and first name. Suppose a manager needs to find Anton Ivanov, but in the drop-down list they see two identical lines. How can they understand which of these people they need? In the “FORMA” application, it is simple: you need to click on the line of any customer and select the “Details” button. The distinguishing feature may be a phone number, email, etc.

Practical task

To understand how this actually works, we suggest that you complete several tasks. Don’t worry, there will be hints there that will help you register a new sale. Message us in direct to complete the practical task.

Tell us what information about a customer you consider the most important.